United Asset Strategies, Inc.
CIK 1539948
13F filing for Q2 2026・No. 2,069
- Holdings
- US$1.41B
- Quarter change
- +US$158.05M
- Entries
- 259
- Net bought (estimate)
- +US$21.33M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 18
- Cut 96
- Added 131
- Corporate actions 0
- Unchanged 12
Largest holdings
259 stocks worth US$1.41B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 423,723 | US$84.78M | 5.99% |
| AAPLAppleCOM | Added | 285,208 | US$82.53M | 5.83% |
| GOOGLAlphabetCAP STK CL A | Cut | 198,907 | US$71.08M | 5.02% |
| AMZNAmazonCOM | Added | 242,330 | US$57.76M | 4.08% |
| MSFTMicrosoftCOM | Added | 130,692 | US$48.75M | 3.45% |
| AVGOBroadcomCOM | Added | 83,581 | US$31.57M | 2.23% |
| ISHARES TRISHARES SEMICDTR | Cut | 48,982 | US$31.39M | 2.22% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Cut | 155,687 | US$29.66M | 2.10% |
| METAMetaCL A | Added | 52,134 | US$29.37M | 2.08% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 12,987 | US$25.84M | 1.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.